> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Content blocks

> Reusable marketing text sections that sales reps can insert into quotes

{/* AUDIT NOTE: Nav confirmed: Content → Content Block (singular). Create button is "New" (not "+ New content"). List columns corrected: Active (not "Status"), Name (not "Title"), Description, Reference, Type, Language, Updated at (not "Update"). Content types list (Introduction, Context, etc.) consistent with observed data. Rich text editor formatting options confirmed. */}

Content blocks are pre-written marketing text sections that sales reps insert into their quotes. They save time, ensure consistency, and guarantee that all quotes include the latest approved messaging.

You can create different block types—company overview, solutions, case studies, team introductions—and associate them with specific quote templates so the right content appears automatically.

## What content blocks include

Each content block contains:

* **Formatted text**: Rich text with headings, bold, italic, alignment, and line breaks
* **Dynamic variables**: Placeholders like customer name, address, or buyer name that populate automatically
* **Type classification**: Category (Introduction, Company, Solution, etc.) for organization and placement
* **Template association**: Links to specific quote templates that use this block
* **Language**: Content language for multi-language support

<Tip>
  Content blocks work like contract templates—both support dynamic variables that replace with quote or customer data.
</Tip>

## How it works

```mermaid theme={null}
graph LR
    A[Create content block] --> B[Set type & language]
    B --> C[Write formatted content]
    C --> D[Add dynamic variables]
    D --> E[Associate with templates]
    E --> F[Sales rep creates quote]
    F --> G[Block auto-inserts]
    G --> H[Variables populate]
```

## Access content blocks

<Steps>
  <Step title="Navigate to Content">
    Click **Content** in the left sidebar.
  </Step>

  <Step title="Open content blocks">
    Click **Content Block**.
  </Step>
</Steps>

## Content block list

The list displays all configured content blocks with these columns:

* **Active**: Active or Inactive status
* **Name**: Content block name
* **Description**: Short description of the block
* **Reference**: Technical reference code
* **Type**: Content category
* **Language**: Block language
* **Updated at**: Last modification date

Use the search bar to find specific blocks quickly.

## Create a content block

<Steps>
  <Step title="Start new block">
    Click **New** in the top right.
  </Step>

  <Step title="Configure general information">
    Fill in the required fields:

    * **Name** \*: Block name (e.g., `Acme Inc Overview`, `Our methodology`)
    * **Reference**: Technical reference code
    * **Internal description**: Note for your team
    * **Language**: Content language
    * **Type**: Content category (see types below)
    * **Associated templates**: Quote templates that will use this block
  </Step>

  <Step title="Set status">
    In the right panel, set **Status** to Active or Inactive.
  </Step>
</Steps>

### Content types

Select the type that matches your content:

| Type               | Purpose                         |
| ------------------ | ------------------------------- |
| **Introduction**   | General quote introduction      |
| **Context**        | Project or request background   |
| **Objectives**     | Goals to achieve                |
| **Company**        | Company overview                |
| **Solution**       | Proposed solution description   |
| **Advantage**      | Benefits and advantages         |
| **Case Studies**   | Customer references             |
| **Timeline**       | Project schedule and milestones |
| **Results & KPIs** | Expected outcomes and metrics   |
| **Team**           | Project team introduction       |

<Tip>
  The type helps organize your blocks and can automatically position the block in the correct quote section based on template configuration.
</Tip>

## Write content

The rich text editor provides these formatting tools:

* Text style (headings, paragraphs)
* **Bold**, *Italic*, Underlined
* Alignment (left, centered, right, justified)
* Line breaks

### Insert dynamic variables

Add variables that populate automatically with quote or customer data:

* **Customer name**: Customer legal name
* **Address**: Customer address
* **Buyer name**: Contact name
* Other variables based on your configuration

**Example**: `We are delighted to present to {{customer.name}} our solution tailored to your needs...`

<Note>
  Variables use the same syntax as contract templates: `{{customer.name}}`, `{{quote.total}}`, etc.
</Note>

## External identifiers

Link content blocks to external systems:

* **CRM ID**: Identifier in your CRM
* **ERP ID**: Identifier in your ERP
* **Accounting ID**: Identifier in your accounting software

## Import and export

Manage content blocks in bulk:

* **Export**: Click **Export** to download all blocks
* **Import**: Click **Import** to upload blocks from a file

## Save changes

Click **Save** in the top right to save your content block.

<AccordionGroup>
  <Accordion title="What happens when I update a content block?">
    Changes apply to all new quotes created after the update. Existing quotes retain the version that was current when they were created. This ensures consistency in already-published quotes.
  </Accordion>

  <Accordion title="Can I use the same content block in multiple templates?">
    Yes. Associate a content block with multiple templates in the **Associated templates** field. The block will be available for all linked templates.
  </Accordion>

  <Accordion title="What's the difference between Active and Inactive status?">
    Inactive blocks don't appear when sales reps create quotes, but they remain in the system. Use Inactive status to temporarily hide outdated content without deleting it.
  </Accordion>

  <Accordion title="Can I add images to content blocks?">
    The current editor supports text formatting only. For visual content, consider adding image links or references that sales reps can customize per quote.
  </Accordion>
</AccordionGroup>

<CardGroup cols={2}>
  <Card title="Contract templates" icon="file-contract" href="/user-guide/documents/reference/contract-model-and-variables">
    Learn how contract templates use the same variable syntax
  </Card>

  <Card title="Quote templates" icon="file-invoice" href="/user-guide/templates/reference/what-is-a-template">
    Configure templates that use content blocks
  </Card>

  <Card title="Create a quote" icon="plus" href="/user-guide/quotes/how-tos/create-quote">
    See how sales reps insert content blocks
  </Card>

  <Card title="Dynamic variables" icon="code" href="/user-guide/documents/how-tos/use-dynamic-variables">
    View all available variables for content blocks
  </Card>
</CardGroup>